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Click here to watch our video Webcast, Think Forward, Act Now, along with other commentary from
U.S. Trust thought leaders. |
Providing clients with our best thinking is an important part of our commitment
to deliver integrated, comprehensive advice and solutions that are individually
tailored to your circumstances and goals.
Think Forward Act Now — Fall 2009
[PDF]
With the economy and financial markets in the midst of major changes, now is a critical time for investors to revisit investment approaches and wealth management plans. Put simply, a new world demands new ways of managing wealth, and U.S. Trust's approach combines the innovative with the time-tested to build more resilient, effective portfolios.
Rise of the Strategic Donor — Fall 2009
[PDF]
Today's philanthropists are giving differently than they have in the past. Their causes are many, and so are their personal motivations, but they are increasingly looking to be more strategic, focused, intentional and results-oriented in their giving. And they have a large number of charitable giving vehicles to choose from — direct gifts, donor-advised funds, supporting organizations, charitable remainder and charitable lead trusts, charitable gift annuities and giving circles, among others. Two of the more popular approaches are the private foundation and the donor-advised fund.
Not Your Grandfather's Trust — September 2009
[PDF]
The world of estate planning is changing — and for the better. Wealth Structuring experts
are embracing new methods and considering new asset classes.
For the individual, this means a more sophisticated and customized solution with a greater
possibility of success.
Gifts with (Government) Strings Attached? — Spring 2009
[PDF]
With a
new presidential administration in place, estate planning circles are buzzing about
possible changes to the estate and gift tax laws. In this article, we provide you
with an overview and our perspective on a variety of proposals affecting the estate
tax laws.
OUR CAPABILITIES
Investment Management
Wealth Structuring
Credit and Banking
Family Office
Legacy and Philanthropy
CLIENT PROFILES
Every client is unique, with unique goals and objectives. Our goal is to provide
solutions based on your individual circumstances.
Creating a legacy of impact
A couple in their 70s had built a portfolio of real estate
holdings, including timberland, and financial assets valued at nearly $60 million.
The couple had three goals: to integrate their timberland holdings into their asset
allocation; to minimize estate taxes; and to make provisions in their estate plan
to support conservation issues.
An integrated approach to
optimization
An entrepreneur
in his 50s who was considering selling his medical devices company discovered that
his greatest passion remained unchanged: he loved new ventures — and he wanted to
start another company. There was, however, one key change: his appetite for risk.
Building success on success
For some people, one
taste of success is far from enough. Such was the case with two technology entrepreneurs.
They were considering the sale of their first venture to a major public company,
and they were reviewing proposals from various wealth management organizations to
address their sudden and significant success.